Highland Private Wealth Management’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Highland Private Wealth Management’s Portfolio DWIN Stock Details DWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-20,290	Closed	-$512K	–	175
2018 Q1	$512K	Buy	+20,290	New	+$529K	0.32%	70

Other funds holding DWIN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Highland Private Wealth Management's DWIN Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q2 2018, closing a stake of 20,290 shares — an estimated $512K sold.

Highland Private Wealth Management first reported a position in DWIN in Q1 2018 and held it in 1 quarter. The position peaked at $512K in Q1 2018. 30 funds tracked by Wall St. Rank hold DWIN as of Q2 2018.

Highland Private Wealth Management reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 20,290 Invesco DWA Tactical Multi-Asset Income ETF shares in Q2 2018, an estimated $512K.
Highland Private Wealth Management first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $512K in Q1 2018.
30 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.